Viewpoints about Fiduciary
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What services does a TPA provide?
If you’re a third-party administrator (TPA) in the retirement industry, then you know you play an important role in making a retirement plan work. You help plan sponsors and financial professionals manage their retirement plans amid changing legislation, regulations, and more. How do you adapt to these evolving needs? We’ve got a few things you can consider to help you determine where you want to focus your energy.
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What's IRS Form 5500?
Defined contribution and defined benefit plan sponsors must file IRS Form 5500 every year. Learn what a Form 5500 is, the key deadlines, and the penalties for noncompliance.
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Is fiduciary liability insurance the same as a fidelity bond?
Many plan sponsors think fidelity bonds and fiduciary insurance are one in the same, but they’re not. Our comparison of fidelity bonds versus fiduciary insurance helps you understand the difference and why both are important.
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Key takeaways from the U.S. Supreme Court’s ruling in the Northwestern University lawsuit
The U.S. Supreme Court’s ruling in the Northwestern University lawsuit has received significant attention from retirement plan professionals. Learn what this ruling may mean for plan fiduciaries.
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Evaluating the role of ESG investments in your plan lineup
The desire of many retirement plan participants to have their contributions make a difference not only in their lives but the world is fueling demand for ESG funds. Learn five questions to consider when evaluating the addition of ESG investments to your plan.
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What does a retirement plan committee do?
Many plan sponsors manage their 401(k) plans by committee. Learn what retirement plan committees do and best practices for having one.
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How to work furloughed or rehired employees back into your 401(k)
The decision to furlough or rehire employees has a direct impact on your benefits offering. Learn how these events can affect your 401(k).
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What employee classification means for your 401(k) testing
Your 401(k) plan and an individual’s working relationship with your business are interconnected. Learn how employee classifications can affect how you manage your plan.
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The basics of the 401(k) coverage test
The 401(k) coverage test is one of the nondiscrimination tests plan sponsors must perform each year to keep their plan compliant. Find out what’s involved in completing this test.
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What happens when there’s a mistake in your 401(k) plan? Overview of the IRS correction program
Correcting plan errors as soon as they’re discovered can help avoid costly sanctions and negative tax consequences. Learn about the IRS correction program and key steps for fixing plan errors.
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